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《大行報告》大摩:電動車初創公司基本面仍穩健 近期回調提供入市位
受到中概股從美國退市的擔憂影響,三隻內地電動車股理想汽車(02015.HK)(LI.US)、小鵬汽車(09868.HK)(XPEV.US)和蔚來汽車(NIO.US)上周五(3日)美股大跌9.2%至近16%。摩根士丹利發表報告,指電動車初創公司因為已經或正計劃在香港上市,基本面依然穩固,最近回調或提供入市機會。 該行對理想汽車、小鵬和蔚來重申「增持」評級,指理想汽車和小鵬汽車已經在香港上市,而且監管風險主要在於VIE上市結構,而蔚來汽車和小鵬汽車的核心營運並不屬於此結構。
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